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OpenAI is facing a critical shortage of computing power as its ambitious 'Stargate' supercomputer project with Microsoft has reportedly stalled, forcing a search for alternatives.
Economist David McWilliams predicts the AI boom will 'undoubtedly crash,' comparing massive investments in quickly outdated GPU hardware to buying 'digital lettuce.'
Nvidia unveiled NVQLink, a new system to connect quantum processors with its GPUs, positioning the company as a key player in the future of hybrid computing.
Microsoft's CEO reveals the company has a surplus of AI chips it cannot use, not due to a tech shortage, but a lack of available power and data centers.
Cerebras, a startup, claims its new chips can power AI models 20 times faster than Nvidia's hardware, potentially challenging Nvidia's market dominance. Cerebras uses a unique Wafer Scale Engine, a si
A market analysis of Nvidia and Super Micro reveals differing analyst outlooks. Nvidia earns a 'Strong Buy' rating, while Super Micro faces caution.
Microsoft has begun deploying massive new AI systems using Nvidia's latest GB300 and Blackwell GPU technology, designed to power OpenAI's advanced models.
Nvidia's stock has climbed 43.4% this year, fueled by high demand for its AI-critical GPUs and strategic investments. Analysts rate it a 'Strong Buy' despite 'circular revenue' concerns.
